SPDR S&P MIDCAP 400 ETF TRST (MDY) Institutional Ownership Changes & 13F Activity
SPDR S&P MIDCAP 400 ETF TRST (MDY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Corient Private Wealth Llc, Envestnet Asset Management Inc, Mercer Global Advisors Inc, Citadel Advisors Llc, and Smith Chas P & Associates Pa Cpas.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cx Institutional | Buy | +187 | +8.2% | 2,472 | $1.62K | Q3 2026 | Oct 02, 2026 |
| Versant Capital Management, Inc | Buy | +90 | +250.0% | 126 | $82.72K | Q3 2026 | Oct 02, 2026 |
| Coastline Trust Co | Sell | -2,040 | -38.9% | 3,203 | $2.10M | Q3 2026 | Oct 01, 2026 |
| First Financial Bank - Trust Division | Sell | -83 | -0.5% | 17,010 | $11.17M | Q3 2026 | Oct 01, 2026 |
| Noble Wealth Management Pbc | Sell | -35 | -12.0% | 257 | $168.77K | Q3 2026 | Oct 01, 2026 |
| Montecito Bank & Trust | Sell | -10 | -0.4% | 2,294 | $1.51M | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -89,737 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -5,138 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -1,970 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Silicon Valley Capital Partners | Sell | -338 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 21, 2026 |
| Security National Bank Of Sioux City Iowa | Sell | -100 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 18, 2026 |
| Skyview Investment Advisors, Llc | Sell | -1,850 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Sell | -100 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -44 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Smith Chas P & Associates Pa Cpas | Sell | -7,510 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Sell | -3,832 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -1,152 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Anchor Capital Advisors Llc | Sell | -546 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 03, 2026 |
| Citadel Advisors Llc | Sell | -34,729 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -226,432 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Shepherd Wealth Management Ltd Liability Co | Sell | -310 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Bernard Wealth Management Corp. | Sell | -169 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Clifford Swan Investment Counsel Llc | Sell | -1,870 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Sell | -793 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Gill Capital Partners, Llc | Sell | -18 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -44,808 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -3,283 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -1,983 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Field & Main Bank | Sell | -714 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Fox Hill Wealth Management | Sell | -286 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
Frequently asked questions about MDY activity
Which institutional owners are buying MDY?
Institutional owners buying MDY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MDY activity?
"Buy" means an investor increased their reported position in MDY compared to the prior reporting period. This reflects growing exposure to SPDR S&P MIDCAP 400 ETF TRST (MDY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MDY increasing?
Institutional interest in MDY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.